Navigation:  Dealer System > Plans Screen > Create New Plan

You can create new plans for the dealer system using the Plans screen.

 

Create a New Plan

To create a new plan, complete the following steps:

1.Click the <Create New> button on the lower, right-hand side of the screen.

 

 

2.This will clear most of the fields and allow you to enter in the details of the plan.

 

 

3.Fill in all of the required and applicable fields on the Plans Screen.

4.Add any relationships, fees, custom data, and dealer rebates, participation amounts, discounts, reserves, etc. to the plan using the <Relationships>, <Fees>, <Participation/Rebates>, and <Custom Data> buttons.

 

 

5.Once you have filled in all the required and applicable fields, click <Save> to save the new plan.

 

 

6.The system automatically assigns a plan number to the new plan and displays it in the Plans list view.

 

 

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See Also:

Plans Screen

Plans Screen Details

Search for a Plan

Dealer System